SR Bancorp Inc - Detailed Introduction, Company Background, Business Scope, Financial Data, and Market Performance

More Details of SR Bancorp Inc Company

SR Bancorp, Inc. is a chartered company and the holding company for Somerset Regal Bank. Somerset Regal Bank operates from 14 branches in Essex, Hunterdon, Hudson, Livingston, Middlesex, Morris, Somerset and Union counties in the northern and central New Jersey. It offers various deposit and loan products to individuals and small businesses. It provides various loans, including residential, commercial real estate, multi-family, commercial and industrial and consumer loans. Under one- to four-family residential mortgage loans, it offers two types of residential mortgage loans: fixed-rate loans and adjustable-rate loans. It is also engaged in investing in various types of liquid assets, including United States Treasury obligations, securities of various United States (U.S.) government sponsored enterprises and federal agencies, mortgage-backed securities and certificates of deposit of federally insured institutions.

SR Bancorp Inc Info

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Ticker SymbolSRBK

Company nameSR Bancorp Inc

IPO dateSep 20, 2023

CEOMr. William P. Taylor

Number of employees- -

Security typeOrdinary Share

Fiscal year-endSep 20

Address220 West Union Avenue

CityBOUND BROOK

Stock exchangeNASDAQ Capital Market Consolidated

CountryUnited States of America

Postal code08805

Phone17325601700

Websitehttps://ir.somersetsavings.com/overview/default.aspx

Ticker SymbolSRBK

IPO dateSep 20, 2023

CEOMr. William P. Taylor

Company Executives of SR Bancorp Inc

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Name

Name/Position

Position

Shareholding

Change

Mr. David M. Orbach

Executive Chairman of the Board

203.56K

+3.36%

Mr. Marc Lebovitz

Director

59.02K

+19.20%

Mr. Thomas Lupo

Independent Director

52.52K

+22.10%

Mr. Robert Mustard

Independent Director

--

Mr. Christopher J. Pribula

President, Chief Operating Officer, Director

--

Ms. Mary E. Davey

Independent Director

--

Mr. William P. Taylor

Chief Executive Officer, Director

--

Mr. John W. Mooney

Independent Director

--

Mr. Harris M. Faqueri

Chief Financial Officer, Vice President

--

Mr. Neil C. Viotto

Senior Vice President - Mortgage Lending

--

Name

Name/Position

Position

Shareholding

Change

Mr. David M. Orbach

Executive Chairman of the Board

203.56K

+3.36%

Mr. Marc Lebovitz

Director

59.02K

+19.20%

Mr. Thomas Lupo

Independent Director

52.52K

+22.10%

Mr. Robert Mustard

Independent Director

--

Mr. Christopher J. Pribula

President, Chief Operating Officer, Director

--

Ms. Mary E. Davey

Independent Director

--

Revenue Breakdown

No Data

No Data

By Business

By Region

No Data

Shareholding Stats

Updated: Wed, Oct 22

Shareholders

Shareholder Types

Shareholders

Proportion

Somerset Regal Bank ESOP

9.82%

The Vanguard Group, Inc.

5.87%

BlackRock Institutional Trust Company, N.A.

4.71%

AllianceBernstein L.P.

3.88%

Renaissance Technologies LLC

2.35%

Other

73.37%

Shareholders

Proportion

Somerset Regal Bank ESOP

9.82%

The Vanguard Group, Inc.

5.87%

BlackRock Institutional Trust Company, N.A.

4.71%

AllianceBernstein L.P.

3.88%

Renaissance Technologies LLC

2.35%

Other

73.37%

Shareholder Types

Shareholders

Proportion

Investment Advisor

13.22%

Investment Advisor/Hedge Fund

11.29%

Corporation

9.82%

Individual Investor

7.71%

Hedge Fund

4.25%

Pension Fund

0.53%

Research Firm

0.25%

Bank and Trust

0.11%

Other

52.82%

Institutional Shareholding

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Updated: Wed, Oct 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q3

85

2.57M

29.60%

+24.49K

2025Q2

58

3.86M

43.44%

+917.79K

2025Q1

52

3.72M

41.26%

+791.63K

2024Q4

42

3.55M

38.39%

+1.14M

2024Q3

39

3.23M

34.22%

+1.10M

2024Q2

33

2.95M

31.24%

+993.24K

2024Q1

31

2.80M

29.69%

+1.15M

2023Q4

30

2.58M

27.44%

+1.95M

2023Q3

15

667.24K

7.02%

+667.24K

Shareholder Activity

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Name

Shares Held

Proportion

Change

Chg %

Date

Somerset Regal Bank ESOP

851.83K

8.96%

+851.83K

--

Dec 31, 2023

The Vanguard Group, Inc.

509.05K

5.85%

+54.48K

+11.98%

Jun 30, 2025

BlackRock Institutional Trust Company, N.A.

408.53K

4.69%

+262.29K

+179.35%

Jun 30, 2025

AllianceBernstein L.P.

337.10K

3.87%

-251.85K

-42.76%

Jun 30, 2025

Renaissance Technologies LLC

204.10K

2.34%

+59.40K

+41.05%

Jun 30, 2025

Orbach (David M)

196.95K

2.26%

+5.00K

+2.60%

May 19, 2025

Geode Capital Management, L.L.C.

187.00K

2.15%

+90.87K

+94.53%

Jun 30, 2025

Mangrove Partners

164.82K

1.89%

--

Jun 30, 2025

Taylor (William P.)

100.41K

1.15%

+2.00K

+2.03%

May 29, 2025

Mink Brook Asset Management LLC

96.96K

1.11%

-265.99K

-73.28%

Jun 30, 2025

Related ETFs

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Updated: 16 hours ago

Name

Proportion

Goldman Sachs ActiveBeta US Small Cap Equity ETF

0.02%

iShares Micro-Cap ETF

0.02%

Invesco Russell 2000 Dynamic Multifactor ETF

0.01%

iShares Russell 2000 Value ETF

0.01%

Avantis US Small Cap Equity ETF

0%

Dimensional US Core Equity 1 ETF

0%

iShares Russell 2000 ETF

0%

DFA Dimensional US Small Cap Value ETF

0%

ProShares Hedge Replication ETF

0%

Global X Russell 2000 ETF

0%

Goldman Sachs ActiveBeta US Small Cap Equity ETF

Proportion0.02%

iShares Micro-Cap ETF

Proportion0.02%

Invesco Russell 2000 Dynamic Multifactor ETF

Proportion0.01%

iShares Russell 2000 Value ETF

Proportion0.01%

Avantis US Small Cap Equity ETF

Proportion0%

Dimensional US Core Equity 1 ETF

Proportion0%

iShares Russell 2000 ETF

Proportion0%

DFA Dimensional US Small Cap Value ETF

Proportion0%

ProShares Hedge Replication ETF

Proportion0%

Global X Russell 2000 ETF

Proportion0%

Dividend

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A total of 0.00 USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

No Data

Stock Split

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Date

Type

Ratio

No Data

Date

Type

Ratio

No Data